June 27, 2022
GLOBAL CREDIT BULLETS | Monday, 27th June 2022
Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
Keep readingInsights
All
カテゴリーなし
Monthly Commentaries
The Algebris Bullet
Clean Alpha
Market Views
ESG & Policy Research
Podcasts & Videos
June 20, 2022
Dip Your Toes
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
Keep readingGLOBAL CREDIT BULLETS | Monday, 20th June 2022
ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
Keep readingJune 16, 2022
European Energy: mind the gaps.
As we have discussed in our latest Algebris Bullet, energy continues to be the field on which the hardest and...
Keep readingJune 13, 2022
GLOBAL CREDIT BULLETS | Monday, 13th June 2022
ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
Keep readingJune 9, 2022
May 2022
Economic and investment highlights Economic, politics and markets Markets worried about the slowdown in growth Central bankers continue to be...
Keep readingJune 7, 2022
The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
Keep readingJune 6, 2022
GLOBAL CREDIT BULLETS | Monday, 6th June 2022
Europe – Inflation data pave the way for the hawks.May inflation data have surprised on the upside last week, paving...
Keep readingMay 30, 2022
GLOBAL CREDIT BULLETS | Monday, 30th May 2022
China – Premier Li signals upcoming stimulusLast week, Premier Li hosted a conference attended by over a 100 thousand government...
Keep readingMay 23, 2022
GLOBAL CREDIT BULLETS | Monday, 23rd May 2022
China stimulus – Baby steps are better than nothing.Last week, China’s PBOC cut the 5-year Loan Prime Rate from 4.6%...
Keep readingMay 16, 2022
GLOBAL CREDIT BULLETS | Monday, 16th May 2022
Us inflation: persistent.April inflation at 8.3% marked a slow down vs March’s at 8.5%. However, the April print was still...
Keep readingMay 10, 2022
April 2022
Economic and investment highlights Economic, politics and markets Inflation and yields continued to rally in April. Bond and equity markets...
Keep reading